Learn about the importance of achievable goals and financial rules
Discover how behavioural finance can affect your savings and investments
Know how to perform accurate risk analysis on potential investments
Gain the ability to document financial goal planning and details
Explore the potential of credit loans and build expense plans
Understand how to monitor your credit rating and keep it acceptable
Course Overview
Discover how to organise your money, avoid reckless spending, and invest wisely by taking this comprehensive course on Excel in personal-finance (How to be effective in personal-finance with a hands-on Excel Class). Microsoft’s benchmark platform and software can be a valuable aid for controlling your fiscal flow and keeping your savings supervised. With the help of this training and practical experience, you will gain confidence in your money-making abilities and know how to build profit without sustaining heavy losses.
This Personal Finance tutorial will enable you to surpass your own expectations for gaining money management and investment acumen skills. Across eleven online educational units, you can expect a wealth of expert tips and recommendations for budgeting, saving, and spending. With easy-to-understand techniques and hands-on demonstrations, you will be shown how to set Smart goals, create financial plans, organise loans, evaluate investments, and maintain an excellent credit rating. Don’t lose out on this opportunity and enrol now.
This best selling Excel in personal-finance – how to be effective in personal-finance – Hands on Excel Class has been developed by industry professionals and has already been completed by hundreds of satisfied students. This in-depth Excel in personal-finance – how to be effective in personal-finance – Hands on Excel Class is suitable for anyone who wants to build their professional skill set and improve their expert knowledge.
The Excel in personal-finance – how to be effective in personal-finance – Hands on Excel Class is CPD-accredited, so you can be confident you’re completing a quality training course will boost your CV and enhance your career potential. The Excel in personal-finance – how to be effective in personal-finance – Hands on Excel Class is made up of several information-packed modules which break down each topic into bite-sized chunks to ensure you understand and retain everything you learn.
After successfully completing the Excel in personal-finance – how to be effective in personal-finance – Hands on Excel Class, you will be awarded a certificate of completion as proof of your new skills. If you are looking to pursue a new career and want to build your professional skills to excel in your chosen field, the certificate of completion from the Excel in personal-finance – how to be effective in personal-finance – Hands on Excel Class will help you stand out from the crowd. You can also validate your certification on our website.
We know that you are busy and that time is precious, so we have designed the Excel in personal-finance – how to be effective in personal-finance – Hands on Excel Class to be completed at your own pace, whether that’s part-time or full-time. Get full course access upon registration and access the course materials from anywhere in the world, at any time, from any internet-enabled device.
Our experienced tutors are here to support you through the entire learning process and answer any queries you may have via email.
Preview
Certification
After successfully completing the course, you will be able to get the UK and internationally accepted certificate to share your achievement with potential employers or include it in your CV. The PDF Certificate + Transcript is available at £6.99 (Special Offer - 50% OFF). In addition, you can get a hard copy of your certificate for £12 (Shipping cost inside the UK is free, and outside the UK is £9.99).
Course Curriculum
Excel in personal-finance - how to be effective in personal-finance - Hands on Excel Class
Unit 1: Smart Goals
00:31:00
Unit 2: Rules of Personal Finance
00:10:00
Unit 3: Behavioural finance
00:11:00
Unit 4: Risk Profiling Asset Allocation
00:11:00
Unit 5: Foundations of Investments
01:28:00
Unit 6: Financial Planner
00:05:00
Unit 7: Specific Goal Planning
00:23:00
Unit 8: Credit Loan Facilities
00:18:00
Unit 9: Expense Planner
00:05:00
Unit 10: Credit Rating, Score and Report
00:08:00
Unit 11: Ten Pro Tips
00:05:00
Downloadable Resources
Resource – Excel in personal-finance – how to be effective in personal-finance – Hands on Excel Class
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